DRZID
UNH icon

DePrince Race & Zollo Inc (DRZ)’s UnitedHealth UNH Stock Holding History

DePrince Race & Zollo Inc (DRZ)’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-79,139
Closed -$24.7M – 204
2025
Q2 		$24.7M Sell
79,139
-12,314
-13% -$4.71M 0.51% 88
2025
Q1 		$47.9M Buy
91,453
+10,231
+13% +$5.23M 0.99% 27
2024
Q4 		$41.1M Buy
81,222
+4,817
+6% +$2.74M 0.81% 40
2024
Q3 		$44.7M Buy
76,405
+6,711
+10% +$3.8M 0.85% 40
2024
Q2 		$35.5M Buy
69,694
+13,815
+25% +$6.77M 0.79% 51
2024
Q1 		$27.6M Buy
+55,879
New +$28.4M 0.59% 86

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ)'s UNH Position: Q3 2025 in Review

DePrince Race & Zollo Inc (DRZ) sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 79,139 shares — an estimated $24.7M sold.

DePrince Race & Zollo Inc (DRZ) first reported a position in UNH in Q1 2024 and held it in 6 quarters. The position peaked at $47.9M in Q1 2025. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • DePrince Race & Zollo Inc (DRZ) reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • DePrince Race & Zollo Inc (DRZ) sold 79,139 UnitedHealth shares in Q3 2025, an estimated $24.7M.
  • DePrince Race & Zollo Inc (DRZ) first reported a position in UnitedHealth in Q1 2024 and held it in 6 quarters.
  • DePrince Race & Zollo Inc (DRZ)'s UnitedHealth position peaked at $47.9M in Q1 2025.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on DePrince Race & Zollo Inc (DRZ)'s 13F filing for Q3 2025, filed 17 Oct 2025.